ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $233,260 | +0.2% | 10,155 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $232,854 | +1.0% | 10,155 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $230,620 | +6.8% | 10,155 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $216,000 | -12.2% | 10,155 | 0.0% | 0.02% | -8.0% |
| Q2 2022 | $246,000 | -17.2% | 10,155 | 0.0% | 0.02% | -3.8% |
| Q1 2022 | $297,000 | -4.5% | 10,155 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $311,000 | -9.3% | 10,155 | -18.8% | 0.03% | -18.8% |
| Q3 2021 | $343,000 | -1.2% | 12,510 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $347,000 | +14.1% | 12,510 | +4.8% | 0.03% | +10.0% |
| Q1 2021 | $304,000 | +6.3% | 11,935 | 0.0% | 0.03% | -9.1% |
| Q4 2020 | $286,000 | – | 11,935 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VIEWPOINT INVESTMENT PARTNERS CORP | 318,700 | $8,736,000 | 5.09% |
| SVB Investment Services Inc. | 262,391 | $7,192,000 | 4.80% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,045,691 | $28,662,000 | 4.22% |
| Lester Murray Antman dba SimplyRich | 390,478 | $10,703,000 | 3.89% |
| Oakwell Private Wealth Management, LLC | 237,958 | $6,522,000 | 3.52% |
| Gunma Bank,Ltd. | 230,000 | $6,304,000 | 3.49% |
| Boston Standard Wealth Management, LLC | 407,658 | $11,174,000,000 | 3.34% |
| Klaas Financial Asset Advisors, LLC | 468,351 | $12,838,000 | 3.13% |
| GP Brinson Investments LLC | 135,241 | $3,707,000 | 2.81% |
| Wiser Wealth Management, Inc | 188,005 | $5,153,000 | 2.75% |